BCMG provides discretionary portfolio management and strategic wealth advisory for business owners, executives, and families with complex financial lives. Our approach is grounded in research, disciplined risk management, and long-term planning. Portfolios are structured to preserve and grow capital across cycles, while maintaining flexibility for liquidity events and generational transitions. Clients work directly with senior advisors who understand the connection between personal wealth, private investments, business ownership, and estate objectives. This coordination results in decisions that are integrated, deliberate, and aligned with each client’s long-term priorities.
Portfolio construction guided by research, risk modeling, and a defined investment policy. We focus on consistency, cost efficiency, and disciplined execution across market cycles.
Structured planning for retirement, liquidity events, family needs, philanthropy, and tax efficiency — coordinated with legal and accounting advisors when appropriate.
Design and oversight of 401(k) and qualified plans for closely held companies and professional groups, including fiduciary governance and participant education.
Strategies for concentrated equity, business sale planning, deferred compensation, and aligning personal portfolios with company-related holdings.
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